Estate Planning Advisor

CTT Group (UK); United Kingdom; Remote; GBP 27,000 - 33,000; Full time

Job summary

CTT Group (UK) is recruiting for an Estate Planning professional to provide technical support across has a broad remit including wills, powers of attorney, probate and trust administration. You will handle advisor/client inquiries, chair trustee meetings and contribute to training sessions.

The role includes drafting and checking complex documents, researching trust law, and offering estate planning advice to advisers and clients while collaborating with in-house teams.

Qualifications

• Excellent communication and organisational skills.
• Excellent Administration skills and be able to use computer systems.
• You must have excellent attention to detail.
• You must be enthusiastic and conscientious.
• You must be able to learn quickly and adapt to new processes.
• You must be highly motivated and want to increase your technical knowledge by learning from experienced private client practitioners – don’t be afraid to ask questions that’s how we all learnt!
• You must have the ability to learn quickly and be a team player.
• You must be highly organised and have an eye for detail.
• Proficient in Microsoft Office.

Responsibilities

• Providing technical support to external partners and internal teams (Trust Management, Conveyancing, Probate, Administration).
• Providing advice on existing wills and other estate planning documentation.
• Advising on implications of buying/selling trust and estate assets including properties.
• Considering implications of transferring trust assets in and out of trusts.
• Chairing client meetings (trustee meetings) and advising clients.
• Presenting training courses to External Partners on trust and estate planning.
• Assisting with drafting and checking complex documents such as Deeds of Variation and Trusts of Land.
• Providing full estate planning advice to advisors and clients when needed.
• Researching areas of trust law and practicalities to answer queries.

Skills

Excellent communication

Organisational skills

Administration skills

Attention to detail

Enthusiastic and conscientious

Quick learner

Motivation to increase knowledge

Team player

Microsoft Office

Tools

Microsoft Office

Job description

Summary of Key Responsibilities and Role:

The Estate Planning Team has a wealth of technical knowledge and experience, dealing with other professionals, clients and our in-house teams, and as such your role will be varied. From providing estate planning guidance to over 2,000 consultants nationwide, acting as a professional trustee and chairing trustee meetings, checking bespoke documentation, conducting training sessions internally and externally and providing technical support to our numerous in-house teams.

To name a few of the areas that we deal with: Wills, Lasting Powers of Attorney, Probate and Estate Administration, Deeds of Variation, Trust Administration, Taxation, Cross Option Agreements, Life Assurance, Pensions and Investments.

Given the breadth of topics, the team has regular training, as well as scheduled research time, to further develop and consolidate knowledge.

• Providing technical support to both external partners and our in-house teams, including our Trust Management, Conveyancing, Probate and Administration teams.
• Providing advice on existing wills and other estate planning documentation.
• Providing advice around the implications of buying and selling trust and estate assets including properties.
• Considering the implications of transferring trust assets in and out of trusts.
• Chairing client meetings (trustee meetings) in which you act on behalf of the company to directly advise clients on what their trust means, how best to use it and generally answering their questions.
• Presenting training courses to our External Partners on our more basic trust and estate planning.
• Assisting with the drafting and checking of more complex documentation such as Deeds of Variation and Trusts of Land.
• Providing full estate planning advice to advisors and on occasion, clients.
• Researching areas of trust law and practicalities, looking at how it applies in certain situations, to help answer queries and produce informational sheets.

Key Knowledge & Required Skills

• Excellent communication and organisational skills
• Excellent Administration skills and be able to use computer systems.
• You must have excellent attention to detail.
• You must be enthusiastic and conscientious.
• You must be able to learn quickly and adapt to new processes.
• You must be highly motivated and want to increase your technical knowledge by learning from experienced private client practitioners – don’t be afraid to ask questions that’s how we all learnt!
• You must have the ability to learn quickly and be a team player.
• You must be highly organised and have an eye for detail.
• Proficient in Microsoft Office.

Type: Full Time, Permanent

Salary: From £30,000

Closing Date: 13/11/26